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Country Sectors - United Kingdom: Third
Returning to third place after a year in the runner-up position, the Credit Suisse quintet headed by Andrew Garthwaite does “a good job presenting their research — it’s summarized into one-page ideas in an interesting format that’s highly readable and well thought-out,” says one buy-side enthusiast.
THIRD TEAM
Andrew Garthwaite & teamCredit Suisse
Returning to third place after a year in the runner-up position, the Credit Suisse quintet headed by Andrew Garthwaite does “a good job presenting their research — it’s summarized into one-page ideas in an interesting format that’s highly readable and well thought-out,” says one buy-side enthusiast. Garthwaite, who also leads the No. 1 team in Equity Strategy, and his associates held yearlong outperform ratings on both Cookson Group, a London-based materials-technology company, and Weir Group, a Glasgow-headquartered mechanical-engineering concern, dubbing the two companies likely beneficiaries of increases in capital spending. Cookson’s shares climbed 56 percent in 2010, but even that admirable gain was overshadowed by Weir’s staggering 148.1 percent advance. The U.K. broad market advanced 8.5 percent last year.